Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
Fidenza Macro says growth and inflation are both decelerating, while QTR's Fringe Finance relays Steve Eisman's charge that Anthropic withheld its latest quarterly statements.
QTR's Fringe Finance relays Steve Eisman's claim that Anthropic withheld its latest quarterly statements
Eisman accuses Anthropic of deliberately withholding its latest quarterly financial statements from investors ahead of its potentially $2 trillion IPO.
The claim concerns what investors see in Anthropic's prospectus before the IPO.
Watch Whether Anthropic's prospectus adds its latest quarterly financial statements.
Source →Fidenza Macro says the reflationary regime is ending
Fidenza says growth and inflation are both decelerating from elevated levels, citing Variant Perception's leading indicators of growth and inflation in developed countries diving lower.
The post ties the slowdown to GDP and AI capex.
Watch Developed-market leading indicators of growth and inflation.
Source →Noah Smith argues AI could bring a golden age of science
Smith argues AI can remove constraints on researcher supply, theory iteration and literature synthesis, citing an estimate that average US researcher ability fell 37%-53%.
Smith argues AI could bypass the human-research bottleneck that has slowed science.
Watch Early drug-discovery results from AI labs, which the note says are preliminary.
Source →